At a Glance
- Tasks: Support advisers and deliver exceptional outcomes for clients in wealth management.
- Company: Join one of the UK's fastest-growing wealth management businesses with a collaborative culture.
- Benefits: Salary up to £35,000, hybrid working, private medical insurance, and profit sharing.
- Other info: Enjoy a dog-friendly office and strong career progression opportunities.
- Why this job: Be part of a dynamic team making a real impact in the wealth management sector.
- Qualifications: Minimum 1 year's experience in financial services and a client-focused approach.
The predicted salary is between 40500 - 49500 £ per year.
Are you an experienced IFA Administrator looking to join one of the UK's fastest-growing wealth management businesses?
Recruit UK are working with a rapidly expanding organisation that provides services across the entire wealth management value chain.
Backed by private equity and driven by an ambitious acquisition strategy, offering the perfect blend of entrepreneurial energy, long-term stability, and genuine career development opportunities.
Due to continued growth, they're looking to add a Financial Planning Administrator to their Norwich office.
This is an excellent opportunity to join a forward-thinking business where you'll play a key role in supporting advisers and delivering exceptional outcomes for clients.
What's on offer
- Salary of up to £35,000 (depending on experience)
- Hybrid working (3 days office / 2 days home)
- Opportunity to join a rapidly growing, acquisitive wealth management group
- Strong career progression prospects within a growing business
- Supportive and collaborative team environment
- Ongoing training and professional development
- Exposure to a broad range of financial planning and wealth management work
- Dog-friendly office
Key Responsibilities
- Support advisers in preparing for client review meetings
- Maintain accurate client records and plan information within Intelligent Office (IO)
- Request and obtain information from providers, ensuring deadlines are met
- Produce client valuations, reports, and review documentation
- Process new business applications and submissions
- Liaise with product providers to progress cases through to completion
- Handle client and provider queries via phone and email
- Produce client correspondence and supporting documentation
- Maintain compliant and accurate client files
- Work closely with advisers and colleagues to deliver exceptional client service
What we're looking for
- Minimum 1 year's experience supporting a Financial Adviser
- Previous experience within financial services or a regulated environment
- Client-focused with a commitment to service excellence
- A collaborative and proactive approach to work
- Experience using Intelligent Office (IO) would be advantageous
If you're looking for a role with genuine progression opportunities, flexibility, and the chance to join a business that's making a real impact in the wealth management sector, we'd love to hear from you.
Job Type: Full-time
Benefits
- Company events
- Private medical insurance
- Profit sharing
- Sick pay
Application question(s)
- Do you have at least a year experience as an administrator within a Financial Advice firm?
- Work Location: Hybrid remote in Norwich
IFA Administrator in Norwich employer: Recruit UK Careers
Join a dynamic and supportive financial planning firm in Cardiff/Swansea, where you can thrive as a Mortgage and Protection Adviser. With a strong focus on employee growth, you'll benefit from hybrid working options, generous holiday allowances, and opportunities to specialise further in financial planning. Our collaborative work culture fosters strong relationships and provides the resources needed for your success in managing a diverse client base.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Norwich
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Recruit UK Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Recruit UK Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Recruit UK Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace IFA Administrator in Norwich
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Recruit UK Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Recruit UK Careers how you can be a team player!
How to prepare for a job interview at Recruit UK Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Recruit UK Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Recruit UK Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
